Filed June 30, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $407,649 |
Filed as: P&M HOLDING GROUP LLP DBA Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $12,915 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $1,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,883 | $73,283-4.6% | $155,509-55.1% | $106,382-34.3% |
| Participation rate | 95.0% | 73.3%+21.7pp | 78.2%+16.8pp | 69.9%+25.1pp |
| Annual return | 20.97% | 15.77%+5.2pp | 64.67%-43.7pp | 17.37%+3.6pp |
| Employer contribution / active EE | $2,468 | $2,247+9.8% | $4,672-47.2% | $3,364-26.6% |
| Participant deferral / active EE | $4,196 | $4,580-8.4% | $5,626-25.4% | $5,569-24.7% |
| Admin fee / account holder | $18 | $56-68.1% | $15,912-99.9% | $79-77.4% |